Purchases and Sales Made in Q3 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q3 2025. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
218+ 21.35% |
$51.8K - $77.1K
|
1.24K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
216+ 22.41% |
$51.4K - $76.4K
|
1.18K
$390K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
215New |
$51.1K - $76K
|
215
$71.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
213+ 6.99% |
$50.6K - $75.3K
|
3.26K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
213+ 7.19% |
$50.6K - $75.3K
|
3.18K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
212+ 0.88% |
$50.4K - $75K
|
24.3K
$8.05M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
211+ 8.17% |
$50.2K - $74.6K
|
2.79K
$924K
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
207+ 2.84% |
$49.2K - $73.2K
|
7.5K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
204+ 8.73% |
$48.5K - $72.1K
|
2.54K
$841K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
200+ 3.17% |
$47.6K - $70.7K
|
6.51K
$2.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 0.07% |
$47.6K - $70.7K
|
273K
$90.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
200+ 0.68% |
$47.6K - $70.7K
|
29.8K
$9.86M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
199+ 11.96% |
$47.3K - $70.4K
|
1.86K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
191+ 0.46% |
$45.4K - $67.5K
|
41.5K
$13.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
186+ 12.35% |
$44.2K - $65.8K
|
1.69K
$560K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
185+ 16.13% |
$44K - $65.4K
|
1.33K
$441K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
181+ 3.91% |
$43K - $64K
|
4.81K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
179+ 17.13% |
$42.6K - $63.3K
|
1.22K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
178New |
$42.3K - $62.9K
|
178
$58.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
177+ 10.71% |
$42.1K - $62.6K
|
1.83K
$605K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
177+ 9.52% |
$42.1K - $62.6K
|
2.04K
$674K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
176+ 22.51% |
$41.8K - $62.2K
|
958
$317K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
173+ 17.69% |
$41.1K - $61.2K
|
1.15K
$381K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
172+ 7.54% |
$40.9K - $60.8K
|
2.45K
$812K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
168+ 23.8% |
$39.9K - $59.4K
|
874
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
166+ 17.87% |
$39.5K - $58.7K
|
1.1K
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
163+ 3.78% |
$38.8K - $57.6K
|
4.48K
$1.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
159+ 5.94% |
$37.8K - $56.2K
|
2.84K
$938K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
159+ 2.71% |
$37.8K - $56.2K
|
6.02K
$1.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
158+ 125.4% |
$37.6K - $55.9K
|
284
$94K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
157+ 189.16% |
$37.3K - $55.5K
|
240
$79.4K
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
155+ 13.29% |
$36.9K - $54.8K
|
1.32K
$437K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
153+ 4.46% |
$36.4K - $54.1K
|
3.58K
$1.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
152+ 14.23% |
$36.1K - $53.7K
|
1.22K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
151+ 9.24% |
$35.9K - $53.4K
|
1.79K
$591K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150+ 41.21% |
$35.7K - $53K
|
514
$170K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
148+ 2.9% |
$35.2K - $52.3K
|
5.25K
$1.74M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
147+ 42.0% |
$35K - $52K
|
497
$164K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
140+ 4.28% |
$33.3K - $49.5K
|
3.41K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
139+ 11.54% |
$33.1K - $49.2K
|
1.34K
$444K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
138+ 18.6% |
$32.8K - $48.8K
|
880
$291K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
135+ 2.83% |
$32.1K - $47.7K
|
4.9K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
135+ 11.5% |
$32.1K - $47.7K
|
1.31K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
133+ 15.68% |
$31.6K - $47K
|
981
$325K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
131+ 11.74% |
$31.1K - $46.3K
|
1.25K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
131+ 7.08% |
$31.1K - $46.3K
|
1.98K
$655K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
129+ 6.54% |
$30.7K - $45.6K
|
2.1K
$695K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
128+ 2.36% |
$30.4K - $45.3K
|
5.54K
$1.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
125+ 7.31% |
$29.7K - $44.2K
|
1.84K
$607K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
124+ 7.75% |
$29.5K - $43.8K
|
1.72K
$570K
|